Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:   

***Upcoming Live FALL Webinar: Thursday, September 24th @ 8:30am featuring Avi Z. Kestenbaum of Meltzer, Lippe, Goldstein & Breitstone, LLP based in Long Island, New York and he will be speaking on “The Most Important and Overlooked Estate Planning Questions That AI Does Not Properly Address.” RSVP here: https://us02web.zoom.us/webinar/register/WN_4i5n8PCtQX2-qfjWH-XZMw

1.   Talking points: 5 Powerful Financial Lessons Hiding Inside Rosh Hashanah

2.   This week’s quote is from John Quincy Adams on property rights.

3.   What’s your take on the “TACO trade”?

4.   My CPA is a big advocate of backdoor Roth IRA contributions and insists that my wife and I make them every year. But I also have $300,000 in student loans. Which should be the bigger priority: making backdoor Roth contributions or paying down my student loans?

5.   What are S&P 500 futures? I hear them mentioned on the news all the time, but I’m not sure what they are.

6.   I just found out that I’m paying Wealthfront 65 basis points to access a CFP. Is that fee worth it?

7.   How can we fix the housing market so my generation can afford to buy homes?

8.   How can I get access to the latest IPOs? I need a big win to make up for years of not saving.

9.   I have a taxable investment account that has performed very well over the past two years, but I need the money for a home addition. I’m hesitant to sell because the investments could continue to rise, and I don’t want to pay taxes. Should I wait longer to liquidate, and how do I get over the mental hurdle of selling investments to fund a major purchase?

10. Every professional investor has had a few “big wins.” Can you share a few of yours?

11. If someone gave you $1,000 with no strings attached, how would you spend it? What about $10,000, $100,000, or $1 million?

12. If you could buy anything to help you become a better investor, what would it be?

13. Timely Planning Idea: Medicare could quietly double your premium.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:  

***Upcoming Live FALL Webinar: Thursday, September 10th @ 8:30am featuring K. Eli Akhavan from the law firm Grant, Herrmann, Schwartz & Klinger LLP based in New York City and he will be speaking on “NYC Pied-à-Terre Surcharge – What Advisors Need to Know. RSVP here: https://us02web.zoom.us/webinar/register/WN_lKrSMcckTXy9E8dzOqeGcA”***

1.   Talking points: How To Maintain Financial Peace of Mind in Retirement.

2.   This week’s quote is from John Lock on how our income is like our shoes.

3.   My son wants me to cosign his personal loan, but I’m 68 with a modest nest egg. Is it appropriate to decline, or should I help him?

4.   With thousands of ETFs available, how can an investor identify a good one?

5.   I planned to retire at the end of this year, but the recent market drop has significantly reduced my portfolio. How can I stay on track with my retirement plans despite the downturn?

6.   What is a DTC transfer, and in what situations is it typically used?

7.My sister was advised to use $190,000 from her taxable investment account to pay down part of her 6% student loans, even though the S&P 500 averages about 11% annually. How does that recommendation make mathematical sense?

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including: 

***Upcoming Live FALL Webinar: Thursday, September 10th @ 8:30am featuring K. Eli Akhavan from the law firm Grant, Herrmann, Schwartz & Klinger LLP based in New York City and he will be speaking on “NYC Pied-à-Terre Surcharge – What Advisors Need to Know. RSVP here: https://us02web.zoom.us/webinar/register/WN_lKrSMcckTXy9E8dzOqeGcA”***

1. Talking points: Finances & Shalom Bayit: 10 Reasons Why Couples Fight About Money

2. This week’s quote is from Jerry Seinfeld on choosing the torture you can deal with.

3. How will the war with Iran affect my finances?

4. What are BDCs, and is my uncle’s strategy of keeping all his “safe money” in them sensible?

5. What is the difference between current yield and yield to maturity?

6. What exactly is credit risk?

7. Are technology stocks doomed because of the AI-driven tech crash?

8. Should I be worried about stagflation given rising oil prices and high unemployment?

9. What’s the difference between cash equivalents, notes, and bonds, and when should each be used?

10. Is Dave Ramsey actually credible?

11. Should I switch from an 80/20 portfolio to 100 percent stocks based on advice from a successful businessman at shul?

12. Is climate change driving inflation? Timely & Actionable Idea: Avoiding pulling money from the wrong accounts first.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including: 

1.   Talking points: Elul and Your Portfolio: What the Month of Reflection Teaches Us About Money

2.   This week’s quote is from Benjamin Franklin about financial leaks.

3.   What is the term premium in the bond market?

4.   What is a 351‑exchange ETF and how does it work?

5.   At what level of wealth does a family office become appropriate?

6.   My broker earns me about 11% annually, but the ongoing taxes are painful. Would triple tax‑free municipal bonds be a better option?

7.   As teachers with modest incomes and six children, how can we save for weddings and support our kids after marriage without neglecting our own retirement?

8.   Why do so many personal finance podcasters promote hourly‑fee financial advisors when almost no advisors actually charge that way?

9.   What is a K‑shaped economy and how does it affect me?

10. I lost a lot of money in the latest Bitcoin drop. What should I do now?

11.  Why do investment firms send 1099s in mid‑February instead of early January?

12. Timely & Actionable Idea: Avoiding big tax bills from mutual funds that LOST money.

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

1. Talking points: What Jewish Tradition Teaches About Leaving a Lasting Legacy

2. This week’s quote is from Harvey Firestone on big houses.

3. I planned to spend a few years learning in Israel and then a year in kollel, with financial support from my father and father in law. They both backed out. What should I do now.

4. A money manager from my shul is soliciting me, claiming his returns far exceed those of my current advisor and pressuring me to switch. How should I evaluate this.

5. A prospective advisor suggested keeping my home purchase funds invested and borrowing against the portfolio instead. Is that a smart strategy.

6. My son skipped college, spent time in Israel, and now sells appliances. He earned six figures last year and bought a car with cash. He could get into college but has no interest. Should we push him toward a degree or support his current path.

7. I am financially successful. What key financial planning and investment considerations should someone with significant wealth prioritize.

8. My colleagues mentioned NUA in relation to company stock in a 401(k). What is NUA and when does it make sense.

9. My adult son is unmotivated, disengaged, and has no career direction. I want him off my payroll and am considering suggesting a job at the DMV. What other roles fit someone with his temperament.

10. I am a newer financial advisor, and many friends with salaried jobs are condescending when I market my business. They do not understand what it takes to build a practice, and it is discouraging. How do I handle this dynamic.

11. I am looking for an affordable home in a New York area suburb that feels friendly, inclusive, and somewhat out of town. How can I identify communities like that.

12. Timely & Actionable Idea: tax traps to avoid, in particular missing out on your cheapest tax years to do Roth IRA conversions.

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

1. Talking points: Can AI Really Answer All Your Financial Questions?

2. This week’s quote is from Richard Nixon on purpose.

3. I earn significant income on OnlyFans. How should I manage my finances as an independent contractor?

4. My Yeshiva offers a retirement plan, but there’s no guidance on choosing investments and the provider mainly pushes its own funds. Is this normal, and how should I evaluate fees and conflicts of interest?

5. Does plastic surgery provide a good return on investment?

6. I’ve been saving monthly into a NY 529 plan and planned to use that money for future weddings and college expenses. Is this a sound strategy?

7. A blogger I follow says most people should fire their financial advisor and manage their own money. Is that good advice?

8. Is investing in Airbnb properties a smart move? My colleague owns several and seems to be doing well.

9. How do 529 and UTMA accounts affect college financial aid eligibility, and how much should that factor into planning?

10. As a surgeon, how can I best protect my assets from potential lawsuits?

11. I’m selling my business in 2026 and worried about taxes. My broker suggested borrowing against my investment portfolio to cover the tax bill. Is that a good idea?

12. Timely & Actionable Idea: tax traps to avoid, in particular why your asset location may be backward.

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

1.            Talking points: When Everyone Depends on You: Financial Survival for the Sandwich Generation

2.            This week’s quote is from Morgan Housel on the downside of having money.

3.            What’s a SERP plan?

4.            Do you avoid taxes by being in international waters on April 15?

5.            What are the responsibilities of a trustee?

6.            What should my son do with his bar mitzvah money?

7.            What should the perfect portfolio look like?

8.            Who is right about my 401(k) allocation: my CPA or my financial advisor?

9.            Should I sell the stocks my grandfather gave me to buy a home in Israel?

10.        If I buy a municipal bond at a discount, is the entire yield to maturity tax free?

11.        Timely & Actionable Idea: Mid-Year Financial Resolutions

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:        

1.   Talking points: Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth?

2.   This week’s quote is from Jason Zweig on chasing performance.

3.   Can a trustee be removed for poor investment returns in a trust where I am the beneficiary?

4.   Is an UTMA account truly tax advantaged, or is that a misconception?

5.   I am heavily concentrated in tech stocks at age 67 and nearing retirement. When should I diversify, into what, and how should I think about taxes?

6.   Are young people today facing uniquely difficult economic conditions, and what advice would you give them for getting ahead?

7.   My siblings and I inherited a multifamily property in Brooklyn, but I do not want to co‑own real estate with them. They want to keep the property. How should I handle this situation?

8.   Timely & Actionable Idea: All you need to know about Trump Accounts

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:       

1.   Talking points: Nine Days, Nine Lessons: What Our Period of Mourning Teaches Us About Money

2.   This week’s quote is from Abigail Disney on flying private

3.   I rolled over my old 401(k) to my advisor years ago and now cannot do backdoor Roth contributions because of the pro rata rule. What is this rule, and should I be upset that this limits my options?

4.   Thoughts on single‑stock ETFs?

5.   I am 63, financially independent, and still working because I find it moderately rewarding. I do not need more money, but I am unsure what I would do if I retired. When is the right time to stop working?

6.   My money is at Schwab in very low‑cost funds, but Fidelity offers some zero‑fee funds. Should I sell my Schwab funds and move to Fidelity to avoid ongoing expenses?

7.   The wealthiest people in history often became rich by concentrating in one stock rather than diversifying. Rockefeller, Carnegie, and Gates all did this. Are finance textbooks wrong, and are index funds simply a path to average returns?

8.   My parents in Los Angeles need a new advisor. Would you travel there to meet them?

9.   Are all‑inclusive resorts worth it?

10. I transferred my account to a new investment firm and believe I missed an $80 dividend during the transition. My account is $500,000, but I still want that dividend reimbursed. How do I resolve this?

11. Timely & Actionable Idea: Avoid big investment decisions during the Nine Days.

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:       

1.   Talking points: America at 250: The Jewish Financiers Who Helped Build a Nation

2.   This week’s quote is from JP Morgan on betting against America.

3.   How much to spend on a first date?

4.   Will AI replace financial advisors?

5.   How do I calculate my dad's RMD? He is not on top of this stuff anymore, so I need to figure it out since he doesn’t work with a financial advisor. His IRA money is at a few different firms.

6.   I like the idea of investing in real estate because it’s an investment I can see and touch. Feels more secure to me. What are some of the risks of being a landlord that I may be overlooking?

7.   My daughter entered the financial advisory training program at a large firm. She spends a lot of time handling menial tasks. Is this standard practice? If so, when does the work get more interesting?

8.   Timely & Actionable Idea: Investing in Apple Pie & BBQs

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.